Guidelines

4. If a customer wants automatic billing. What type of bill plan do we set them up on?
6. If a customer still owes money on another cancelled policy, they may have received a cancel letter for a current policy due to the ___ on the cancelled policy.
7. What guidelines should be accessed if you receive info in the message box for ProRater?
8. If you receive a request to delete a driver, you may only have the option to ______ that driver if they are restricted.
10. A refund can’t be applied to the renewal as accounting requests are____.
11. Sometimes a customer may want their COI as an ___ ___.
13. During the rewrite process, if money needs to be moved from the old policy to the new one. SRT should be contacted to do what to the old policy?
15. What should be looked at when checking for acceptability of coverage /policy types?

1. The ____ ____ ______ can help determine what trailers match up with vehicle types.
2. We use the ______ ______ in order to create a certificate number.
3. What additional transaction must be completed if a renewal term is available at the time of an endorsement being requested?
5. If a policy is cancelled, the customer has 2 options. Returning customer and a __________.
6. If you are unable to process an endorsement through the system, document an _______ ___.
9. If you are cancelling an agency policy. The customer should be asked if they spoke with their ____.
12. We use the ____ _____ to view accidents reported from insurance companies.
14. When a traditional policy changes to a ____ policy and it’s no longer in free look, Process the change accordingly.